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Ironvine Capital Partners, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1730478

$1.07B

disclosed book value

56

positions

7.3%

largest position share

Positions, as of 2026-06-30

top 57 of 56 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1AMZNAMAZON COM INC327,318$78.0M7.3%
2HEI/AHEICO CORP NEW245,819$63.4M5.9%
3MSFTMICROSOFT CORP154,673$57.7M5.4%
4VVISA INC166,436$57.1M5.3%
5GOOGALPHABET INC161,317$57.0M5.3%
6ADIANALOG DEVICES INC141,087$56.0M5.2%
7UNPUNION PAC CORP191,825$52.2M4.9%
8BRK/BBERKSHIRE HATHAWAY INC DEL98,081$49.1M4.6%
9AON PLC119,841$39.8M3.7%
10SPGIS&P GLOBAL INC96,397$39.3M3.7%
11MCOMOODYS CORP85,200$38.6M3.6%
12UNHUNITEDHEALTH GROUP INC83,943$34.9M3.3%
13TSMTAIWAN SEMICONDUCTOR MANUFAC66,236$31.6M2.9%
14TMOTHERMO FISHER SCIENTIFIC INC61,788$31.0M2.9%
15MAMASTERCARD INCORPORATED59,464$30.5M2.8%
16DHRDANAHER CORP DEL146,651$27.9M2.6%
17METAMETA PLATFORMS INC49,129$27.7M2.6%
18ORLYOREILLY AUTOMOTIVE INC274,802$25.3M2.4%
19COSTCOSTCO WHOLESALE CORPORATION27,040$25.3M2.4%
20LOWLOWES COS INC113,004$24.9M2.3%
21AMATAPPLIED MATLS INC33,703$24.4M2.3%
22SAPSAP SE144,159$22.2M2.1%
23APHAMPHENOL CORP91,478$16.1M1.5%
24LHLABCORP HOLDINGS INC54,819$15.3M1.4%
25ASML HLDG NV7,696$15.3M1.4%
26HEIHEICO CORP NEW33,868$12.1M1.1%
27SUNBSUNBELT RENTALS HOLDINGS INC141,545$10.6M1%
28HONAHONEYWELL AEROSPACE INC47,276$10.5M1%
29JPMJPMORGAN CHASE & CO30,971$10.1M0.9%
30BROBROWN & BROWN INC157,805$10.1M0.9%
31DLTRDOLLAR TREE INC83,330$10.1M0.9%
32VMCVULCAN MATLS CO34,046$10.0M0.9%
33HONHONEYWELL INTL INC43,534$9.7M0.9%
34WSOWATSCO INC22,295$9.3M0.9%
35CSGPCOSTAR GROUP INC294,475$8.3M0.8%
36AAPLAPPLE INC22,936$6.6M0.6%
37DISDISNEY WALT CO49,751$4.8M0.4%
38BACBANK OF AMER CORP76,179$4.3M0.4%
39ENTGENTEGRIS INC19,079$3.4M0.3%
40DEDEERE & CO3,531$2.2M0.2%
41GDGENERAL DYNAMICS CORP3,900$1.4M0.1%
42ABTABBOTT LABORATORIES14,037$1.3M0.1%
43BOCBOSTON OMAHA CORP89,758$1.2M0.1%
44VOOVANGUARD INDEX FDS1,125$772,6610.1%
45PGPROCTER & GAMBLE CO4,940$724,4020.1%
46TROWPRICE T ROWE GROUP INC6,100$693,5090.1%
47MKCMCCORMICK & CO INC13,200$665,5440.1%
48PEPPEPSICO INC4,900$663,4600.1%
49BDXBECTON DICKINSON & CO3,850$582,6210.1%
50PFEPFIZER INC16,600$399,7280%
51NVDANVIDIA CORPORATION1,869$374,0260%
52ORCLORACLE CORP2,459$360,3660%
53JPSTJ P MORGAN EXCHANGE TRADED F6,441$325,7210%
54MUMICRON TECHNOLOGY INC226$260,8700%
55ADBEADOBE INC1,075$220,3970%
56DHRDANAHER CORP DELCALL1,100$209,5280%
57SKYH/WSSKY HARBOUR GROUP CORPORATIO60,000$27,6000%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.